We are working in partnership with a well-regarded accountancy practice in Watford to recruit an experienced Portfolio Manager. This is a fantastic opportunity for a qualified accountant who is confident managing a varied client portfolio and is ready to take a lead role within a growing practice.
About the Firm:
The firm delivers a full range of accounting, tax, and advisory services to SMEs, owner-managed businesses, and entrepreneurs. With a strong focus on quality, collaboration, and long-term client relationships, they offer a progressive environment with real scope for continued development.
Role Overview:
As a Portfolio Manager, you will be responsible for independently managing your own portfolio of clients, acting as their main point of contact, and overseeing all compliance and advisory work. You'll also play a key role in supervising junior staff and contributing to the overall growth of the firm.
Key Responsibilities:
Manage a portfolio of clients across various sectors
Oversee preparation and review of statutory accounts, tax returns (corporation and personal), and VAT returns
Provide proactive advice to clients on accounting, tax, and business matters
Maintain strong, long-term client relationships and handle complex queries
Ensure compliance with deadlines and regulatory requirements
Supervise, mentor, and review the work of junior team members
Identify opportunities for process improvement and additional client services
Candidate Requirements:
ACA/ACCA qualified (or equivalent)
Minimum 4-5 years' experience in a UK accountancy practice
Proven experience managing your own portfolio
Strong technical knowledge across accounting and tax
Excellent communication and interpersonal skills
Proficient in cloud accounting platforms such as Xero, QuickBooks, and IRIS
What's on Offer:
Salary between £50,000 - £65,000 (depending on experience)
Discretionary bonus scheme
Professional development and CPD support
Opportunities to contribute to firm-wide initiatives and leadership
Supportive, collaborative team culture
Flexible working arrangements
Locations Watford
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